- Principal Financial Group (Charlotte, NC)
- …success in roles such as client portfolio manager, commercial product specialist, investment consultant, investment strategist , or portfolio ... **What You'll Do** We're looking for a Director, Client Portfolio Manager to join our Investment Solutions team. In this role, you'll contribute to the delivery… more
- Vanguard (Malvern, PA)
- …Finance Risk - Investment Risk Analyst + Investment Strategy Group - Investment Strategist + Portfolio Review Department - Investment Product ... skills. + Excellent relationship management and leadership skills. + Experience with investment research, portfolio management, trading, or investment … more
- Lincoln Financial (Radnor, PA)
- …work experience, ideally in either an investment management or investment specialist/product strategist /client portfolio manager role for alternative ... 74931 **The Role at a Glance** Lincoln Financials Client Investment Strategies (CIS) team acts as a source of... teams, funds management due diligence team, and alternatives portfolio managers to deepen knowledge and expertise of fund… more
- BlackRock (New York, NY)
- …of explaining the intersection of taxation and investing-thus "after-tax investing". The Investment Strategist explains the Aperio Direct Indexing quantitative ... issues clients may face + Train others in the areas mentioned above ** Investment Strategist Key Responsibilities:** . Support our clients with modeling involving… more
- Vanguard (Malvern, PA)
- The Investment Strategy Group is seeking a Senior Investment Strategist to lead the research and development of quantitative asset return forecasting models ... that support portfolio strategy and capital markets outlook over multiple time...and capital markets outlook over multiple time horizons. The strategist will ideate and autonomously lead research that enhances… more
- PNC (Philadelphia, PA)
- …and have an opportunity to contribute to the company's success. As a Senior Investment Strategist within PNC's Asset Management Group Investment Office ... new and existing investment strategies. Mentors less seasoned investment and portfolio strategists. + Leverages investment expertise to rigorously… more
- KeyBank (Tarrytown, NY)
- … investment strategy needs of clients. + Reviews, monitors and modifies investment portfolio construction in accordance with client objectives and ... the Key Private Bank platform and process as a Portfolio Strategist . + Shares intellectual capital with...weekly sales meeting **Administration** + For select relationships, implements investment portfolio changes to execute strategy. +… more
- Citigroup (New York, NY)
- **Overview:** The Portfolio Strategist will play a key role on the Portfolio Strategy & Research team, reporting directly to the Head of Portfolio ... assumptions + Support the translation of macroeconomic and market insights into portfolio implications and investment recommendations + Develop and maintain… more
- Vanguard (Malvern, PA)
- …the future of global investing? As a key member of Vanguard's Portfolio Review Department (PRD)-the team responsible for overseeing Vanguard's global investment ... with senior leaders, and influence the evolution of Vanguard's multi-asset investment offerings. If you're ready to lead cross-functional initiatives, uncover market… more
- Bank of America (Bellevue, WA)
- Vice President; Ultra High Net Worth Portfolio Strategist Bellevue, Washington **To proceed with your application, you must be at least 18 years of age.** ... client when and where client needs exist for those capabilities. + Utilize investment portfolio construction methods, including modern portfolio theory, to… more
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